JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.6B
AUM Growth
+$7.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,963
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$129M
3
+$105M
4
AAPL icon
Apple
AAPL
+$103M
5
MPC icon
Marathon Petroleum
MPC
+$93.5M

Top Sells

1
+$38.8M
2
+$25.6M
3
+$22.9M
4
EWBC icon
East-West Bancorp
EWBC
+$20.7M
5
GE icon
GE Aerospace
GE
+$18.4M

Sector Composition

1 Technology 17.46%
2 Financials 10.65%
3 Healthcare 8.6%
4 Consumer Discretionary 8%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$750K ﹤0.01%
7,702
+1,672
1327
$749K ﹤0.01%
89,888
1328
$749K ﹤0.01%
4,313
-8,324
1329
$748K ﹤0.01%
84,105
+39,636
1330
$747K ﹤0.01%
25,490
+3,340
1331
$746K ﹤0.01%
20,174
+3,239
1332
$745K ﹤0.01%
10,382
-76
1333
$738K ﹤0.01%
21,941
+359
1334
$736K ﹤0.01%
27,734
+14,665
1335
$735K ﹤0.01%
+11,311
1336
$735K ﹤0.01%
+12,548
1337
$735K ﹤0.01%
14,794
+2,004
1338
$732K ﹤0.01%
6,578
+3,811
1339
$730K ﹤0.01%
18,587
+3,140
1340
$729K ﹤0.01%
14,990
+2,444
1341
$727K ﹤0.01%
11,643
-162
1342
$723K ﹤0.01%
12,846
+4,008
1343
$722K ﹤0.01%
33,368
+9,160
1344
$717K ﹤0.01%
4,544
+1,377
1345
$716K ﹤0.01%
12,225
-1,071
1346
$714K ﹤0.01%
20,869
+696
1347
$713K ﹤0.01%
15,271
+2,933
1348
$709K ﹤0.01%
10,183
-2,568
1349
$709K ﹤0.01%
3,905
+676
1350
$707K ﹤0.01%
22,643
+14,580
52 53
54
55 56